17: Top 12 Investment Tips: Learning from Episodes 1-16

Published: Aug. 17, 2016, 8:42 a.m.

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With 16 amazing episodes under the belt of Invest Like a Boss, Sam and Johnny sit down and discuss the top 12 takeaways and how they have applied this learning to their own investment strategies and overall portfolios.

Some major investment vehicles reviewed\\xa0in previous episodes include\\xa0investing in stocks, Peer to Peer Lending,\\xa0asset allocation models,\\xa0REIT\'s, Tony Robbins all seasons portfolio, annuities, and tax free IRA investing. Listen to the end of the episode to hear an update on our current portfolio\'s and possible future guests on our show.

Where are we:

Odessa, Ukraine

What we are drinking:

Sam \\u2013 Corona with \\xbc lime
Johnny \\u2013 Beer \\u201cLada brand Bar\\u201d\\xa0

Recommended:

Timothy Ferriss\\xa0\\u2013\\xa0The 4 Hour Work Week
Robert T. Kiyosaki\\xa0\\u2013\\xa0Rich Dad Poor Dad
Mebane Faber\\xa0\\u2013\\xa0The Intelligent Asset Allocator

Discussed:
Reccomend Investment Platforms\\xa0& Books \\u2013\\xa0Resources Page
Travel Like a Boss \\u2013\\xa0Ep 125 \\u2013 Budget Traveling and Bulgaria\\xa0&\\xa0Ep 126 \\u2013 Recorded in No Man\\u2019s Land
$25 Amazon gift card instructions \\u2013 Bonus

Show notes:

(01:30) 1. Investing in stocks long term is not risky e. 16

(03:20) 2. P-2-P works much better when there is an underlying asset e. 13

(05:43) 3. Don\\u2019t obsess about asset allocation models, but be disciplined in sticking to it e.15

(08:56) 4. REIT investing is awesome, and low cost models like Fundrise may be the future e.12

(11:07) 5. Investing in yourself is the surest way to make exponential returns e.1, e.2, e.6, e. 7

(14:10) 6. Using leverage can get you rich, and also in a lot of trouble. \\xa0e.4, e.7, e. 14

(16:50) 7. Tony Robbins All Seasons \\u2013 good, but not perfect e.15

(19:27) 8. Annuities can help you sleep at night, AND the grow tax deferred e.4

(22:00) 9. Low cost funds/implementation are more important the optimizing asset allocation e.15, e.16

(25:08) 10. Do not re-balance your portfolio around what is currently working e.15

(27:58) 11. Invest Tax Free for retirement with a Roth IRA e.5

(31:54) 12. The internet holds many untapped investment gems for us to stay close to e. 10 \\xa0

(34:50) \\xa0 \\u2013 Sam\\u2019s recent investment activity in REIT\\u2019s, Peer Street and Vanguard

(36:14) \\xa0 \\u2013 Johnny\\u2019s recent small cap stock, Lending Club and Forex investment

(42:20) \\xa0 \\u2013 Future guest to be on the show

(42:55) \\xa0 \\u2013 iTunes review thank you shout outs

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If you enjoyed this episode, do us a favor and share it! Also if you haven\\u2019t already, please take a minute to leave us a 5 star review on iTunes and\\xa0claim your bonus here!

Copyright 2016. All rights reserved. Read our disclaimer here.

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